UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$705M
2
+$521M
3
+$428M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$413M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$296M

Top Sells

1
+$794M
2
+$692M
3
+$484M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$381M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$339M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.49%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$3.62M ﹤0.01%
42,251
-7,509
1727
$3.62M ﹤0.01%
159,318
+72,440
1728
$3.62M ﹤0.01%
179,847
+28,270
1729
$3.61M ﹤0.01%
57,392
-14,510
1730
$3.6M ﹤0.01%
58,631
+4,980
1731
$3.6M ﹤0.01%
84,635
-22,734
1732
$3.58M ﹤0.01%
1,166,190
+1,150,977
1733
$3.58M ﹤0.01%
137,712
+16,322
1734
$3.58M ﹤0.01%
61,199
-104,381
1735
$3.57M ﹤0.01%
93,430
+72,446
1736
$3.56M ﹤0.01%
540,771
-2,387,652
1737
$3.56M ﹤0.01%
213,123
-511,203
1738
$3.54M ﹤0.01%
264,347
-16,803
1739
$3.54M ﹤0.01%
499,884
+375,031
1740
$3.54M ﹤0.01%
274,177
+76,478
1741
$3.53M ﹤0.01%
149,538
-1,540,763
1742
$3.53M ﹤0.01%
209,519
-650,746
1743
$3.53M ﹤0.01%
103,928
-271,127
1744
$3.53M ﹤0.01%
131,380
+20,850
1745
$3.53M ﹤0.01%
118,100
-11,700
1746
$3.52M ﹤0.01%
34,307
+3,149
1747
$3.51M ﹤0.01%
57,889
-48,562
1748
$3.51M ﹤0.01%
176,100
-40,983
1749
$3.51M ﹤0.01%
183,280
-104,443
1750
$3.51M ﹤0.01%
90,064
+27,725
68 69
70
71 72